Key highlights on long-term scenarios and return forecasts.

• 37

As the largest beneficiary of the Next Generation EU post-pandemic reconstruction plan, Italy has a unique opportunity to modernise its economy through structural reforms, generating new opportunities for investors.

• 24

Understanding fundamentals and implications of currency hedging for global portfolios, both on a tactical and strategic basis.

• 40

Investors can no longer expect double-digit returns as inflation has roared back to life and central banks are tightening policy. A higher-for-longer interest rate environment will require a different approach to asset allocation and portfolio construction. Pension plans are looking to real assets and private markets to generate income.

In this paper, we investigate the relationship between biodiversity and companies, through the lens of corporate bonds.

The emergence of net zero emissions policies is currently one of the most important topics among asset owners and managers.

This paper investigates the possible impact of ESG Risk when incorporated into front office driven Fundamental Market Risk Measurement approaches.

Check the quartely update of the Amundi's medium to long-term expected returns on various asset classes.

In the first papers of this series, we addressed the issues of how institutional investors should set their investment objectives – a key element of any Investment Policy Statement (IPS) – and how to articulate their asset allocation across different horizons.